Our Services

Services

Rose Y.C. Huie, C.P.A provides a wide range of services to individuals and businesses in a variety of industries. At Rose Y.C. Huie, C.P.A, we strive to meet each client’s specific needs in planning for the future and achieving their goals in an ever-changing financial and regulatory environment. Our professional services include:

Tax Services

Tax Preparation

We prepare all individual, partnership, corporation, and non-profit organization tax returns from information you provide. We also prepare non-resident and out-of-state income tax returns. Our firm offers professional preparation of all federal, state, and local tax returns at competitive, affordable rates.

Tax Planning

At Rose Y.C. Huie, C.P.A, we guide our clients through a full range of tax planning and preparation decisions with strategies that minimize your tax liabilities, maximize your cash flow and keep you on track to your financial goals. Our expertise, experience, analysis and thorough research allow us to optimize financial opportunities to be found in existing as well as recently altered tax laws. We are knowledgeable and up to date on the tax laws and can make sense of your receipts, bills and notices.

IRS Representation

Professional representation can be vital during an audit, and our experience with tax authorities enables us to guide clients in their dealings with federal and state agencies. If you have been chosen for an audit, the professional representation you can find with our firm can put many of your worries at bay. We are ready and willing to answer any and all questions the IRS may be asking of you.

Estate and Trust Planning and Tax Preparation

Effective estate and trust planning can ensure financial security for loved ones. For businesses, it can maintain a smooth succession of ownership. Rose Y.C. Huie, C.P.A role is to help you navigate the complex and shifting tax laws to facilitate the transfer of assets and minimize the tax liability of your beneficiaries. Everyone should have a well thought out plan as to how to disburse one’s estate so as to avoid complications and to be sure wishes are followed. Having your taxes and estate thoroughly and carefully planned will ensure that your loved ones don’t have any complications to deal with during a time of loss.

Payroll Services

Rose Y.C. Huie, C.P.A payroll services can help you reduce the time spent on administration through developing and implementing a computerized payroll system that will facilitate processing, timely payment and preparation of tax returns.

International Taxation

Whether you’re a corporation with overseas operations or a business or individual needing to work out taxation of U.S. residents working abroad or foreign citizens working in the U.S., Rose Y.C. Huie, C.P.A can help you plot a course through cross-border taxation issues. There are many special rules and policies for businesses with a foreign presence. We can help you make sense of how you are affected by them.

Sales Tax Services

Our firm prepares all sales tax filings and offers full sales tax audit representation.

Gift and Trust Tax Return Preparation

Our firm provides expert preparation of federal and state gift, and trust tax returns.

Accounting Services

Monthly Accounting Services

This includes:

  1. Preparation of all business tax returns, such as sales tax, payroll tax, business tax, property tax, Form 1099, etc.
  2. Unlimited consultation on business, financial, and tax issues
  3. Preparation of monthly or quarterly financial statements
  4. Quarterly review of financial information with you to identify key issues to work on

We provide full-charge bookkeeping services, including general journal and subsidiary ledger maintenance, bank statement reconciliation, and receivables and payables tracking and analysis.

Accounting Services

From start-ups to established enterprises, businesses rely on accurate and insightful financial information in order to maintain profitability and capitalize on new opportunities. Rose Y.C. Huie, CPA’s accounting services steer you closer to these goals with accurate record-keeping and reporting as well as support on financial issues such as initial accounting system setup, cost-containment, tax planning, investments, and employee benefit and profit-sharing plans.

These services include but are not limited to:

1. General ledger and financial statement preparation.

2. Bookkeeping (Monthly, quarterly, or annual).

3. Accounting system setup and support.

4. Payroll processing.

5. Cash flow budgeting and forecasting.

6. Personal financial statements.

7. Employee benefit and profit-sharing plans.

8. Corporate tax planning and return preparation.

9. Litigation support.

Compilation

Compilations are usually requested for internal purposes and are based upon information provided by a company’s management. They do not offer assurance but may involve some adjustment to accounting records.

Bookkeeping/Write-up

Accurate record-keeping is essential to a successful business yet can also be complicated and time consuming. Rose Y.C. Huie, C.P.A can help you with the organization and day-to-day tasks of bookkeeping so that you can focus on your core business.

Financial Statements

Our firm prepares professional, GAAP-compliant financial statements as well as tailor-made financial analyses that can help business owners and managers eliminate inefficiency..

QuickBooks Accounting Help and Assistance

QuickBooks can provide useful and timely information in the form of financial statements, reports and graphs. However, it can only provide this information if you purchase the right product and then install, setup and use it properly. We don’t just help you use the software, we help you use it more efficiently and more effectively.

Rose Y.C. Huie, C.P.A offers the following solutions to help meet your QuickBooks needs:

Personal Training

We train you personally! Either one-on-one or several individuals within your organization at your company’s location.

Installation

We install QuickBooks on your stand alone computer or in a network environment, in either single- or multi-user mode.

Setup

We assist new QuickBooks users with initial setup including: EasyStep Interview, Preferences, Lists, Customers, Vendors, Employees, Banking and Reports. We also help experienced users manage their businesses more effectively by improving their current setup. Many users experience problems and lack the ability to generate and track important information as a result of inadequate setup.

Support

Our QuickBooks support service can assist you with any installation, setup or operation assistance you might need. In addition, our support is not limited just to the software part of it, but we can also provide accounting and payroll assistance.

On-Going Support

Our QuickBooks service helps companies that have the human resources to perform daily accounting and payroll tasks, but need an accounting and payroll expert to review your transactions, accounts and reports. This ensures that you receive timely, relevant and reliable financial information. We also inform you of any corrections, adjustments or reclassifications necessary to ensure that the financial information you receive reflects the financial condition of your business. This may be conducted at any time, but monthly updates provide you with up-to-date information and feedback about your business.

If you are using Quickbooks to prepare your own financial statements, we can:

  1. Work with your in-house bookkeeper to resolve problems.
  2. Discuss and reconcile the financial statements generated from Quickbooks
  3. Reconcile your bank accounts.
  4. Prepare your quarterly and annual sales and payroll tax returns.
  5. Work with your outside auditors to prepare for the annual audit.

Consulting Services

Employee Hiring & Training

Are you tired of hiring the wrong employee? We can help you define the job responsibilities and qualifications of the employees you need in your business and help to advertise, interview and select the best applicant for the position. Not only can we help you find the best employee, we can also help you set up systems and procedures to train your employees to be more efficient, productive, and have more fun in their work and help you bring in more business.

Cash Flow and Budgeting Analysis

Good cash management can improve a company’s liquidity, reduce costs, and increase profitability. Rose Y.C. Huie, C.P.A can help you maintain optimal cash flow levels by tracking sources and uses, forecasting, and budgeting accordingly. To a business entity, cash flow is something that can make or break the business’ ability to survive. We can help you analyze your spending, rebalance your budget and/or debts for an optimal cash flow to support your business’ success. This balance plan would be revisited if and when there were any major changes in your business structure to ensure that you are operating at an optimal level. With our help and guidance, you will always be on top of your finances and ready for the future.

Financial Projections and Forecasts

No one can predict the future perfectly, but we can all benefit from planning for it. Rose Y.C. Huie, C.P.A combines expertise and experience with a gained understanding of your business to produce financial projections that can help you manage your business plan and spending. Forecasting for the future is imperative to your company’s success. We make it a point to keep current with market trends and updates so that your business can be prepared for what is to come. Depending on your needs, our work can range from top-level reports to detailed financial models.

Debt and Finance Advising

We can assist you in sorting out the different options available for debt management and financing that will lower your payments and/or reduce the total amount of interest paid. Re-balancing your debts can also result in tax deduction savings. Even if you are able to handle the payments and the amounts of your current debts, our expertise may be able to save you money and/or lower your payments.

Entity Selection and Restructuring

Your business entity has a large impact on your taxes and other liabilities. From your company’s inception through its growth and development, Rose Y.C. Huie, C.P.A can advise you on choosing an entity type and later restructuring if advantageous. With our knowledge and expertise, you will always be receiving the most advantageous entity type for the functions your business performs.

Asset Protection Planning

Do you know if you have provided adequate protection for your loved ones and your assets in case of unexpected mishaps? Or are you over-insured? We can help you to review your life insurance needs for asset protection, retirement planning and estate planning. We can help you to look for the appropriate health, disability and long term care insurance for your family.

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Reviews From Our Clients

Inhis Hand Corporation DBA The Caring Hand Home Care Referral Agency San Leandro CA

Very professional service. And very educational too, specially for small business like The Caring Hand. We are still struggling on the process of shifting from a sole proprietorship to a Corporation, however, the process which looks intimidating for us, can become less intimidating as Rose provides the step by step guidance on how to tackle the Agency's books. We appreciate Roses' team which includes Wand and Dora for their professional, friendly and warm manner of dealing with their small business clients, specifically like us who are just a new entrants to the industry. We will definitely recommend Rose and her team to small business owners like us

J. Bruce Taylor Oakland CA

I had the accidental good fortune to meet Rose at a business meet where she introduce herself and her business. Having heard her presentation I knew she was the person to help me. After having been scammed by one of the large firms that represent tax payers who have IRS problems, Rose was indeed a rose among thorns. She took over my case with the IRS and helped me in pursuing a realistic resolution to my serious tax problem. I have been very satisfied with her service, and I would recommend her and her firm to anyone at any time.

Margie Raetz-Bailey Laurel District, Oakland Ca

Rose amended my 2007 and 2008 tax returns in July of 2010 with amazing results. I've run a small business in Oakland, over the last twenty years and had been doing my own tax returns. I was really unaware of all the deductions and current tax laws. My bookkeeping was not very complete. Being a one-person business I managed to track all my income and expenses through my bank accounts. I had no other documentation. Naturally, I felt like dying when I received the IRS letter in the mail notifying me of an audit. I had underreported my income for both years, 14T in 2007, and 27T in 2008. Facing major back taxes and penalties, Rose calmly explained the process, not promising any significant savings, but that she would work hard to find as many deductions as possible. In the end, I paid $1774 in back taxes for 2008 and nothing for 2007. At the %15 tax bracket, I would have been taxed an additional 4050, thus saving $2275 in tax in 2008. In 2007, additional deductions saved me approximately 2100. The serveice is not inexpensive, but her expertise saved me from many sleepless nights, long term debt and harrassment fro the IRS. Of course, the cost of the service is a tax write-off. In addition, these deductions will continue reducing my taxes for years to come! Thank-You Rose Huie and Staff!

Minako Steel Science/Energy/Technology

Rose is approachable and very supportive. She took the time to understand my strengths and challenges, tailoring her advice to suit my needs. With her guidance, I gained the confidence to start my own business and overcome obstacles and turn them into opportunities for growth. I am delighted to recommend Rose as an exceptional coach for anyone looking to build their own accounting/tax service business.

Joanne Woo Principal Developer at Oracle

Our family worked with Rose for many years. She was our tax accountant. She helped us with both personal and business tax filing. She is extremely knowledgeable, detail oriented, proactive professional who is a master in her field. She also trained very competent staff whom was a pleasure to work with. She gave us many key advices regarding business or life event at crucial time that benefit us for years to come. She is a real asset. I highly recommend her.

Nancy Lin Clinical Psychologist, Trauma and Sleep Specialist

Rose has been my family’s CPA since I was quite young. When I started my own business as a clinical psychologist, I was able to rely on her and her teams expertise to help me navigate that world as well. She makes herself available late into the evenings and is truly invested in getting the job done to your best advantage. I recommend her highly.

Sunil Bhaskaran Global Business Community Builder, Mentor, Speaker, Author

Rose is a very detail oriented and conscientious professional in all that she does. In her evaluation of an investment with us, she was resolute and complete in her work.

Chip Doyle Investor, Sales Expert, Author

Rose does a great job of getting her clients organized and watching every penny. Follow her process and insure you are legally maximizing every savings opportunity.